Certified Advisory Corp

Position in JPM — Jpmorgan Chase & Co

CIK 1731732 ALTAMONTE SPRINGS, FL

Position in JPM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$6,235,636

+$633,948 QoQ

Shares Held

19,050

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.44%

of 13F equity value

Holder Rank

#1,886

of 5,058 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Certified Advisory Corp holds $8,460,032 across 4 Banks - Diversified names. JPM ranks #1 (73.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	19,050	$6,235,636
2	C	Citigroup Inc	6,900	$965,724
3	RY	Royal Bank Of Canada	3,289	$680,724
4	BAC	Bank Of America Corp /De/	10,143	$577,948

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,235,636	19,050	+0.0%	Shares	Sole	2026-07-16
2026-03-31	$5,601,688	19,043	+5.0%	Shares	Sole	2026-04-17
2025-12-31	$5,845,393	18,141	+3.6%	Shares	Sole	2026-01-12
2025-09-30	$5,525,702	17,518	-2.1%	Shares	Sole	2025-11-13
2025-06-30	$5,186,199	17,889	-17.3%	Shares	Sole	2025-08-14
2025-03-31	$5,305,593	21,629	-4.6%	Shares	Sole	2025-05-08
2024-12-31	$5,432,787	22,664	-1.5%	Shares	Sole	2025-01-15
2024-09-30	$4,852,310	23,012	+1.0%	Shares	Sole	2024-11-12
2024-06-30	$4,607,078	22,778	+1.2%	Shares	Sole	2024-08-13
2024-03-31	$4,510,155	22,517	-0.9%	Shares	Sole	2024-05-10
2023-12-31	$3,863,311	22,712	-58.7%	Shares	Sole	2024-02-09
2023-09-30	$7,979,724	55,025	+152.8%	Shares	Defined	2023-11-13
2023-06-30	$3,165,937	21,768	+7.6%	Shares	Defined	2023-08-14
2023-03-31	$2,636,822	20,235	+0.2%	Shares	Defined	2023-05-17
2022-12-31	$2,707,210	20,188	-0.5%	Shares	Defined	2023-02-15
2022-09-30	$2,119,678	20,284	+2.9%	Shares	Defined	2022-11-14
2022-06-30	$2,219,655	19,711	+0.6%	Shares	Defined	2022-08-15
2022-03-31	$2,671,599	19,598	+5.9%	Shares	Defined	2022-05-13
2021-12-31	$2,930,424	18,506	+1.0%	Shares	Defined	2022-02-14
2021-09-30	$2,999,782	18,326	-0.5%	Shares	Sole	2021-11-15
2021-06-30	$2,865,512	18,423	+5.2%	Shares	Defined	2021-08-16
2021-03-31	$2,665,546	17,510	+0.2%	Shares	Defined	2021-05-10
2020-06-30	$1,643,885	17,477	+20.3%	Shares	Defined	2020-07-27
2020-03-31	$1,308,044	14,529	—	Shares	Defined	2020-04-27
No filing history on record for this holder in this stock.